Estate Planning & Wealth Management

The Bauer Law Office develops a plan and prepare documents to conserve, protect, and distribute estate assets.

Estate Planning is the process whereby a person develops a plan and prepares documents to conserve, protect, and distribute estate assets before and after death for the benefit of loved ones and charities, taking into consideration the effect of state and federal tax and administrative laws and regulations. It can also involve planning for the use of your assets for your care if you become unable to manage your affairs during your lifetime.

With an advanced Master of Laws in Taxation degree (LL.M.) from NYU, Mr. David Bauer handles all aspects of estate planning, including creating wills and trusts, powers of attorney, living wills, warranty deeds and pre and post-nuptial agreements; business planning; asset protection planning and wealth preservation planning; planning for incapacity and disability; and minimizing or eliminating federal and state tax liability.

After a comprehensive review of a client’s assets, personal goals, and general situation, Mr. Bauer then makes recommendations for a specially tailored estate plan that maximizes your objectives. Once a plan is established, Mr. Bauer will then draft the estate plan documents and review them with the client. An appointment will be made for a “Signing Ceremony” where the documents will be legally executed, and delivered to you as part of your estate planning portfolio.

While the possibilities for a complex estate plan are endless, even a simple estate plan can consist of Preparation of simple Wills, Trusts and related documents

Living Wills and Healthcare Surrogates

Durable Powers of Attorney

Designation of Pre-Need Guardian

Deeds

The costs of failing to update or even have an estate plan are typically much greater than the costs of creating one or keeping it current. The Bauer Law Office P.A. can assist you with a unique estate plan tailored to your personal goals and objectives.